Stuart Graham Company DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stuart Graham Company
  • Sponsor EIN: 260639309
  • Sponsor Address: 15208 FAIRVIEW FARM ROAD, EDMOND, OK, 73013
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $1.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$1.3M$0$60,000
20232$1.2M$0$60,000
20222$1.1M$30,800$54,000

Similar Plans